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Tilney’s Investment Advisory Service Hits £1 Billion AuM

15 June 2017

Leading UK investment management and financial planning firm Tilney Group is pleased to announce that it has reached the significant milestone of £1bn of assets under management in its award-winning* Investment Advisory Service (IAS).

IAS is designed for clients with portfolios of £100,000 upwards who wish to retain control over their investment decisions but benefit from the support of a dedicated professional investment adviser who will make bespoke recommendations on asset allocation and investment selection based on the client’s goals and risk portfolio. A typical IAS portfolio will include 20 -25 funds and be invested on a multi-asset basis, leveraging the same research platform that underpins Tilney’s discretionary asset management services.

The IAS team is based in the Group’s Mayfair office and is led by Sam Coppin, Head of Investment Advisory who has been with the group for 13-years. The team is made up of 14 advisers, many of whom have over a decade of experience, who advise around 2,500 clients.

Sam Coppin, Head of Investment Advisory, commented:

“The team has worked incredibly hard to achieve this milestone of £1bn AuM which also demonstrates there is continued demand from clients for investment advisory services alongside the growth in discretionary asset management. One of the benefits of Tilney’s scale and breadth of proposition is our ability to offer clients a range of services to suit their needs and preferences, whether they want investment advice, discretionary management, prefer to self-manage a portfolio online all of which can be accompanied by financial planning advice.

“I believe one of the main drivers behind the growth in IAS is that we never forget our bread and butter existing clients who stay with us for many years and continue to place new business with us alongside healthy growth in new clients. I'm incredibly optimistic about the rest of the year and beyond. Next stop £2 Billion!”

-ENDS –

*Tilney has been awarded the Best Advisory Service in the City of London Wealth Management Awards for both 2016 and 2015.

Important information

The value of investments, and the income derived from them, can go down as well as up and you can get back less than you originally invested. This press release is not advice to invest or to use our services.

About Tilney

Tilney is a leading investment and financial planning group that builds on a heritage of more than 180 years. Our clients are private investors, charities and professional intermediaries who trust us with over £23 billion of their assets. We offer a range of services including financial planning, investment management and advice and, through our Bestinvest service, a leading online platform for those who prefer to manage their own investments.

We have won numerous awards. Tilney has been awarded Best Conventional Advisory Service at the 2018 City of London Wealth Management Awards, Best Advisory Service in the 2015 City of London Wealth Management Awards; Investment Award – Cautious category in the Private Asset Management Awards; and Stockbroker of the Year, Execution-only Stockbroker of the Year and Self-select ISA Provider of the Year 2015, as voted by readers of the Financial Times and Investors Chronicle. Bestinvest was voted Best SIPP Provider and Best Fund Platform at the 2017 City of London Wealth Management Awards, Best Direct SIPP Provider at the YourMoney.com Awards 2017, Best Stocks & Shares ISA Provider at the 2017 Shares Awards, as well as Best Self Select ISA Provider, Best Online/Execution-only Stockbroker and Best Investment Platform 2017 at the FT and Investors Chronicle Investment and Wealth Management Awards, as voted by readers of the FT and Investors Chronicle.

Headquartered in Mayfair, London, the Tilney Group employs over 1,000 staff across our network of 30 offices, enabling us to support clients with a local service throughout the UK.

Jason Hollands

Katy Moore

The value of your investment can go down as well as up, and you can get back less than you originally invested.

Past performance or any yields quoted should not be considered reliable indicators of future returns. Restricted advice can be provided as part of other services offered by Tilney Group, upon request and on a fee basis. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

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